青青lucky的个人主页 - 老虎社区

青青lucky

青青lucky

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05-22

‌$颖通控股(06883)$ ‌这次 CBE 对颍通来说，有个点我觉得比拿奖更重要：新品还在持续上。 CULTI、ZEGNA、奔驰、Carriere Freres 等品牌一起推首发新品，说明它手里的品牌矩阵不是静态摆着，而是在持续更新。

05-18

继续看好光通信，800G 才开始放量，1.6T 才刚刚开始

@財報話你知:美股夜盘储存、光通信板块回调，英伟达财报前市场开始降温，依家你点布局？

05-18

‌$Lumentum Holdings Inc.(LITE)$ ‌‌今晚很关键啊，是继续回调下探，还是修复上行

05-04

‌$乐动机器人(01236)$ ‌‌‌‌$速腾聚创(02498)$ ‌‌$小米集团-W(01810)$ ‌乐动不算是纯炒题材的新股，实打实有技术、有出货量、有真实营收增速。近几年营收一路走高，毛利率在修复，亏损也在慢慢收窄，经营基本面在持续向好。加上全球化布局刚起步，海外市场增量空间还没完全释放，只要后续新业务能稳步放量，后续想象空间还是很足的。

04-29

‌$美光科技(MU)$ ‌全球第三大存储原厂，DRAM+HBM+NAND 全栈自研，美国唯一存储 IDM。核心客户为英伟达、AMD、AWS、微软 Azure，数据中心营收占比超 50%，是AI 训练 / 推理的核心内存供应商。。。你敢跌我就补，你回调我就重注，你腰斩我就show hand

04-29

‌$闪迪(SNDK)$ ‌你敢跌我就敢补。。。

04-27

‌$特斯拉(TSLA)$ ‌你还可以绿？

04-27

‌$美光科技(MU)$ ‌没见过这么硬的

去老虎APP查看更多动态

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才刚刚开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565496416785480","repostId":"565581924700560","repostType":1,"repost":{"id":565581924700560,"gmtCreate":1779092909630,"gmtModify":1779092955255,"author":{"id":"4136423143289492","authorId":"4136423143289492","name":"財報話你知","avatar":"https://static.tigerbbs.com/96f437ff7e7f78c1e24bf0faa8c074dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136423143289492","idStr":"4136423143289492"},"themes":[],"title":"美股夜盘储存、光通信板块回调，英伟达财报前市场开始降温，依家你点布局？","htmlText":"小虎们，这两天美股夜盘交易中，AI相关的储存、光通信与部分半导体个股普遍走弱。近期涨幅较大的POET Technologies盘中一度跌超10%，Lumentum、AAOI、康宁（Corning）等光通信概念股同步回调；记忆体与储存板块方面，美光科技（Micron）、西部数据（Western Digital）、希捷（Seagate）也出现不同程度下跌。 不过，这次更像是高位资金获利了结，而不是产业逻辑出现改变。毕竟AI资料中心、HBM记忆体、800G/1.6T光模组这些核心需求，目前仍然处于高景气阶段。目前市场真正关注的还是本周 <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> 财报能否再次确认AI资本支出还在加速。 今天财报虎就带大家拆解这波夜盘回调背后的原因，以及讨论储存、光通信和半导体板块后续还值不值得继续关注。 美股整体环境与夜盘回调概况 小虎们，大家都知道近期美股受AI驱动强势上涨，纳斯达克指数与S&amp;P 500多次刷新高点，但通胀数据波动、联准会降息预期调整，以及部分AI相关股估值偏高，导致获利了结压力浮现。5月18日夜盘，储存、光通信、半导体子板块领跌，反映市场对短期过热的担忧。 根据夜盘数据： 美光科技（MU）：股价724.66美元，跌6.62%；24小时报708.83美元，跌2.18%。 闪迪（SNDK）：1407.61美元，盘后涨1.80%，但24小时1363.53美元跌3.13%。 西部数据（WDC）：482.02美元跌1.46%；24小时470.99美元跌2.29%。 希捷科技（STX）：795.47美元跌1.15%；24小时780.31美元跌1.91%。 POET Technologies：重挫逾10%，光通信板块整体承压，康宁、Lumentum、AAOI等跟跌。 这些调整并非孤立事","listText":"小虎们，这两天美股夜盘交易中，AI相关的储存、光通信与部分半导体个股普遍走弱。近期涨幅较大的POET Technologies盘中一度跌超10%，Lumentum、AAOI、康宁（Corning）等光通信概念股同步回调；记忆体与储存板块方面，美光科技（Micron）、西部数据（Western Digital）、希捷（Seagate）也出现不同程度下跌。 不过，这次更像是高位资金获利了结，而不是产业逻辑出现改变。毕竟AI资料中心、HBM记忆体、800G/1.6T光模组这些核心需求，目前仍然处于高景气阶段。目前市场真正关注的还是本周 <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> 财报能否再次确认AI资本支出还在加速。 今天财报虎就带大家拆解这波夜盘回调背后的原因，以及讨论储存、光通信和半导体板块后续还值不值得继续关注。 美股整体环境与夜盘回调概况 小虎们，大家都知道近期美股受AI驱动强势上涨，纳斯达克指数与S&amp;P 500多次刷新高点，但通胀数据波动、联准会降息预期调整，以及部分AI相关股估值偏高，导致获利了结压力浮现。5月18日夜盘，储存、光通信、半导体子板块领跌，反映市场对短期过热的担忧。 根据夜盘数据： 美光科技（MU）：股价724.66美元，跌6.62%；24小时报708.83美元，跌2.18%。 闪迪（SNDK）：1407.61美元，盘后涨1.80%，但24小时1363.53美元跌3.13%。 西部数据（WDC）：482.02美元跌1.46%；24小时470.99美元跌2.29%。 希捷科技（STX）：795.47美元跌1.15%；24小时780.31美元跌1.91%。 POET Technologies：重挫逾10%，光通信板块整体承压，康宁、Lumentum、AAOI等跟跌。 这些调整并非孤立事","text":"小虎们，这两天美股夜盘交易中，AI相关的储存、光通信与部分半导体个股普遍走弱。近期涨幅较大的POET Technologies盘中一度跌超10%，Lumentum、AAOI、康宁（Corning）等光通信概念股同步回调；记忆体与储存板块方面，美光科技（Micron）、西部数据（Western Digital）、希捷（Seagate）也出现不同程度下跌。 不过，这次更像是高位资金获利了结，而不是产业逻辑出现改变。毕竟AI资料中心、HBM记忆体、800G/1.6T光模组这些核心需求，目前仍然处于高景气阶段。目前市场真正关注的还是本周 $英伟达(NVDA)$ 财报能否再次确认AI资本支出还在加速。 今天财报虎就带大家拆解这波夜盘回调背后的原因，以及讨论储存、光通信和半导体板块后续还值不值得继续关注。 美股整体环境与夜盘回调概况 小虎们，大家都知道近期美股受AI驱动强势上涨，纳斯达克指数与S&P 500多次刷新高点，但通胀数据波动、联准会降息预期调整，以及部分AI相关股估值偏高，导致获利了结压力浮现。5月18日夜盘，储存、光通信、半导体子板块领跌，反映市场对短期过热的担忧。 根据夜盘数据： 美光科技（MU）：股价724.66美元，跌6.62%；24小时报708.83美元，跌2.18%。 闪迪（SNDK）：1407.61美元，盘后涨1.80%，但24小时1363.53美元跌3.13%。 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这些调整并非孤立事","images":[{"img":"https://community-static.tradeup.com/news/6a148c916d15433f5048dfc7c49b77c8"},{"img":"https://community-static.tradeup.com/news/a1644e6b896efd87d48f5b037659516f"},{"img":"https://community-static.tradeup.com/news/cb68142d8e5a296349abae4db9b682b3"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565581924700560","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565496255177504,"gmtCreate":1779094921509,"gmtModify":1779094923876,"author":{"id":"4240405766817922","authorId":"4240405766817922","name":"青青lucky","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240405766817922","idStr":"4240405766817922"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$ &nbsp;</a>‌‌今晚很关键啊，是继续回调下探，还是修复上行","listText":"‌<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$ &nbsp;</a>‌‌今晚很关键啊，是继续回调下探，还是修复上行","text":"‌$Lumentum Holdings Inc.(LITE)$ ‌‌今晚很关键啊，是继续回调下探，还是修复上行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565496255177504","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560515611785064,"gmtCreate":1777876407489,"gmtModify":1777876409346,"author":{"id":"4240405766817922","authorId":"4240405766817922","name":"青青lucky","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240405766817922","idStr":"4240405766817922"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/01236\">$乐动机器人(01236)$ &nbsp;</a>‌‌‌‌<a href=\"https://laohu8.com/S/02498\">$速腾聚创(02498)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ &nbsp;</a>‌乐动不算是纯炒题材的新股，实打实有技术、有出货量、有真实营收增速。近几年营收一路走高，毛利率在修复，亏损也在慢慢收窄，经营基本面在持续向好。加上全球化布局刚起步，海外市场增量空间还没完全释放，只要后续新业务能稳步放量，后续想象空间还是很足的。","listText":"‌<a href=\"https://laohu8.com/S/01236\">$乐动机器人(01236)$ &nbsp;</a>‌‌‌‌<a href=\"https://laohu8.com/S/02498\">$速腾聚创(02498)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ &nbsp;</a>‌乐动不算是纯炒题材的新股，实打实有技术、有出货量、有真实营收增速。近几年营收一路走高，毛利率在修复，亏损也在慢慢收窄，经营基本面在持续向好。加上全球化布局刚起步，海外市场增量空间还没完全释放，只要后续新业务能稳步放量，后续想象空间还是很足的。","text":"‌$乐动机器人(01236)$ ‌‌‌‌$速腾聚创(02498)$ ‌‌$小米集团-W(01810)$ ‌乐动不算是纯炒题材的新股，实打实有技术、有出货量、有真实营收增速。近几年营收一路走高，毛利率在修复，亏损也在慢慢收窄，经营基本面在持续向好。加上全球化布局刚起步，海外市场增量空间还没完全释放，只要后续新业务能稳步放量，后续想象空间还是很足的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560515611785064","isVote":1,"tweetType":1,"viewCount":4008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558549730267264,"gmtCreate":1777396370161,"gmtModify":1777405444007,"author":{"id":"4240405766817922","authorId":"4240405766817922","name":"青青lucky","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240405766817922","idStr":"4240405766817922"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌全球第三大存储原厂，DRAM+HBM+NAND 全栈自研，美国唯一存储 IDM。核心客户为英伟达、AMD、AWS、微软 Azure，数据中心营收占比超 50%，是AI 训练 / 推理的核心内存供应商。。。 你敢跌我就补，你回调我就重注，你腰斩我就show hand","listText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌全球第三大存储原厂，DRAM+HBM+NAND 全栈自研，美国唯一存储 IDM。核心客户为英伟达、AMD、AWS、微软 Azure，数据中心营收占比超 50%，是AI 训练 / 推理的核心内存供应商。。。 你敢跌我就补，你回调我就重注，你腰斩我就show hand","text":"‌$美光科技(MU)$ ‌全球第三大存储原厂，DRAM+HBM+NAND 全栈自研，美国唯一存储 IDM。核心客户为英伟达、AMD、AWS、微软 Azure，数据中心营收占比超 50%，是AI 训练 / 推理的核心内存供应商。。。 你敢跌我就补，你回调我就重注，你腰斩我就show hand","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558549730267264","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558548674782992,"gmtCreate":1777396192173,"gmtModify":1777405443706,"author":{"id":"4240405766817922","authorId":"4240405766817922","name":"青青lucky","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240405766817922","idStr":"4240405766817922"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ &nbsp;</a>‌你敢跌我就敢补。。。","listText":"‌<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ &nbsp;</a>‌你敢跌我就敢补。。。","text":"‌$闪迪(SNDK)$ 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才刚刚开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565496416785480","repostId":"565581924700560","repostType":1,"repost":{"id":565581924700560,"gmtCreate":1779092909630,"gmtModify":1779092955255,"author":{"id":"4136423143289492","authorId":"4136423143289492","name":"財報話你知","avatar":"https://static.tigerbbs.com/96f437ff7e7f78c1e24bf0faa8c074dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4136423143289492","idStr":"4136423143289492"},"themes":[],"title":"美股夜盘储存、光通信板块回调，英伟达财报前市场开始降温，依家你点布局？","htmlText":"小虎们，这两天美股夜盘交易中，AI相关的储存、光通信与部分半导体个股普遍走弱。近期涨幅较大的POET Technologies盘中一度跌超10%，Lumentum、AAOI、康宁（Corning）等光通信概念股同步回调；记忆体与储存板块方面，美光科技（Micron）、西部数据（Western Digital）、希捷（Seagate）也出现不同程度下跌。 不过，这次更像是高位资金获利了结，而不是产业逻辑出现改变。毕竟AI资料中心、HBM记忆体、800G/1.6T光模组这些核心需求，目前仍然处于高景气阶段。目前市场真正关注的还是本周 <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> 财报能否再次确认AI资本支出还在加速。 今天财报虎就带大家拆解这波夜盘回调背后的原因，以及讨论储存、光通信和半导体板块后续还值不值得继续关注。 美股整体环境与夜盘回调概况 小虎们，大家都知道近期美股受AI驱动强势上涨，纳斯达克指数与S&amp;P 500多次刷新高点，但通胀数据波动、联准会降息预期调整，以及部分AI相关股估值偏高，导致获利了结压力浮现。5月18日夜盘，储存、光通信、半导体子板块领跌，反映市场对短期过热的担忧。 根据夜盘数据： 美光科技（MU）：股价724.66美元，跌6.62%；24小时报708.83美元，跌2.18%。 闪迪（SNDK）：1407.61美元，盘后涨1.80%，但24小时1363.53美元跌3.13%。 西部数据（WDC）：482.02美元跌1.46%；24小时470.99美元跌2.29%。 希捷科技（STX）：795.47美元跌1.15%；24小时780.31美元跌1.91%。 POET Technologies：重挫逾10%，光通信板块整体承压，康宁、Lumentum、AAOI等跟跌。 这些调整并非孤立事","listText":"小虎们，这两天美股夜盘交易中，AI相关的储存、光通信与部分半导体个股普遍走弱。近期涨幅较大的POET Technologies盘中一度跌超10%，Lumentum、AAOI、康宁（Corning）等光通信概念股同步回调；记忆体与储存板块方面，美光科技（Micron）、西部数据（Western Digital）、希捷（Seagate）也出现不同程度下跌。 不过，这次更像是高位资金获利了结，而不是产业逻辑出现改变。毕竟AI资料中心、HBM记忆体、800G/1.6T光模组这些核心需求，目前仍然处于高景气阶段。目前市场真正关注的还是本周 <a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a> 财报能否再次确认AI资本支出还在加速。 今天财报虎就带大家拆解这波夜盘回调背后的原因，以及讨论储存、光通信和半导体板块后续还值不值得继续关注。 美股整体环境与夜盘回调概况 小虎们，大家都知道近期美股受AI驱动强势上涨，纳斯达克指数与S&amp;P 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href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$ &nbsp;</a>‌‌今晚很关键啊，是继续回调下探，还是修复上行","listText":"‌<a href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$ &nbsp;</a>‌‌今晚很关键啊，是继续回调下探，还是修复上行","text":"‌$Lumentum Holdings Inc.(LITE)$ ‌‌今晚很关键啊，是继续回调下探，还是修复上行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565496255177504","isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560515611785064,"gmtCreate":1777876407489,"gmtModify":1777876409346,"author":{"id":"4240405766817922","authorId":"4240405766817922","name":"青青lucky","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240405766817922","idStr":"4240405766817922"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/01236\">$乐动机器人(01236)$ &nbsp;</a>‌‌‌‌<a href=\"https://laohu8.com/S/02498\">$速腾聚创(02498)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ &nbsp;</a>‌乐动不算是纯炒题材的新股，实打实有技术、有出货量、有真实营收增速。近几年营收一路走高，毛利率在修复，亏损也在慢慢收窄，经营基本面在持续向好。加上全球化布局刚起步，海外市场增量空间还没完全释放，只要后续新业务能稳步放量，后续想象空间还是很足的。","listText":"‌<a href=\"https://laohu8.com/S/01236\">$乐动机器人(01236)$ &nbsp;</a>‌‌‌‌<a href=\"https://laohu8.com/S/02498\">$速腾聚创(02498)$ &nbsp;</a>‌‌<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ &nbsp;</a>‌乐动不算是纯炒题材的新股，实打实有技术、有出货量、有真实营收增速。近几年营收一路走高，毛利率在修复，亏损也在慢慢收窄，经营基本面在持续向好。加上全球化布局刚起步，海外市场增量空间还没完全释放，只要后续新业务能稳步放量，后续想象空间还是很足的。","text":"‌$乐动机器人(01236)$ ‌‌‌‌$速腾聚创(02498)$ ‌‌$小米集团-W(01810)$ ‌乐动不算是纯炒题材的新股，实打实有技术、有出货量、有真实营收增速。近几年营收一路走高，毛利率在修复，亏损也在慢慢收窄，经营基本面在持续向好。加上全球化布局刚起步，海外市场增量空间还没完全释放，只要后续新业务能稳步放量，后续想象空间还是很足的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560515611785064","isVote":1,"tweetType":1,"viewCount":4008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558549730267264,"gmtCreate":1777396370161,"gmtModify":1777405444007,"author":{"id":"4240405766817922","authorId":"4240405766817922","name":"青青lucky","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240405766817922","idStr":"4240405766817922"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌全球第三大存储原厂，DRAM+HBM+NAND 全栈自研，美国唯一存储 IDM。核心客户为英伟达、AMD、AWS、微软 Azure，数据中心营收占比超 50%，是AI 训练 / 推理的核心内存供应商。。。 你敢跌我就补，你回调我就重注，你腰斩我就show hand","listText":"‌<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ &nbsp;</a>‌全球第三大存储原厂，DRAM+HBM+NAND 全栈自研，美国唯一存储 IDM。核心客户为英伟达、AMD、AWS、微软 Azure，数据中心营收占比超 50%，是AI 训练 / 推理的核心内存供应商。。。 你敢跌我就补，你回调我就重注，你腰斩我就show hand","text":"‌$美光科技(MU)$ ‌全球第三大存储原厂，DRAM+HBM+NAND 全栈自研，美国唯一存储 IDM。核心客户为英伟达、AMD、AWS、微软 Azure，数据中心营收占比超 50%，是AI 训练 / 推理的核心内存供应商。。。 你敢跌我就补，你回调我就重注，你腰斩我就show hand","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558549730267264","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}